Wednesday, 31 December 2014
Tuesday, 30 December 2014
Why ‘life will go on’ thesis about global economy might not pass muster in 2015
{http://www.theguardian.com/business/economics-blog/2014/dec/28/global-economy-2015-2014-1999-problems}
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
{http://thefelderreport.com/2014/12/23/junk-bond-risk-appetites-imply-stocks-should-fall-at-least-13/}
A Pessimist's guide to the World in 2015
{http://www.bloomberg.com/graphics/2015-flash-points/?hootPostID=8ac47b59f9f297f5aa7664a1fc7b7a8a}
Big questions for markets for 2015
{http://www.reuters.com/article/2014/12/27/us-markets-stocks-usa-weekahead-idUSKBN0K414E20141227}
What’s Next for World Oil as Lower Prices Extend Into ‘15
{http://www.bloomberg.com/news/2014-12-23/what-s-next-for-world-oil-as-lower-prices-extend-into-15.html}
Brazil's Economy Just Imploded
{http://www.zerohedge.com/news/2014-12-29/brazils-economy-just-imploded}
Why Greece’s Spillover Across Euro Area Will Probably Be Contained This Time
{http://www.bloomberg.com/news/2014-12-29/why-greece-s-spillover-across-euro-area-will-probably-be-contained-this-time.html}
Business Cycle Theories and All That
{http://pragcap.com/business-cycle-theories-and-all-that?utm_source=dlvr.it&utm_medium=twitter}
Ten Investing Facts of Life
{http://www.bloombergview.com/articles/2014-12-26/ten-investing-facts-of-life}
Invest in a Potato Before These Four Things
{http://blogs.cfainstitute.org/investor/2014/12/23/invest-in-a-potato-before-these-four-things/}
{http://www.theguardian.com/business/economics-blog/2014/dec/28/global-economy-2015-2014-1999-problems}
Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%
{http://thefelderreport.com/2014/12/23/junk-bond-risk-appetites-imply-stocks-should-fall-at-least-13/}
A Pessimist's guide to the World in 2015
{http://www.bloomberg.com/graphics/2015-flash-points/?hootPostID=8ac47b59f9f297f5aa7664a1fc7b7a8a}
Big questions for markets for 2015
{http://www.reuters.com/article/2014/12/27/us-markets-stocks-usa-weekahead-idUSKBN0K414E20141227}
What’s Next for World Oil as Lower Prices Extend Into ‘15
{http://www.bloomberg.com/news/2014-12-23/what-s-next-for-world-oil-as-lower-prices-extend-into-15.html}
Brazil's Economy Just Imploded
{http://www.zerohedge.com/news/2014-12-29/brazils-economy-just-imploded}
Why Greece’s Spillover Across Euro Area Will Probably Be Contained This Time
{http://www.bloomberg.com/news/2014-12-29/why-greece-s-spillover-across-euro-area-will-probably-be-contained-this-time.html}
Business Cycle Theories and All That
{http://pragcap.com/business-cycle-theories-and-all-that?utm_source=dlvr.it&utm_medium=twitter}
Ten Investing Facts of Life
{http://www.bloombergview.com/articles/2014-12-26/ten-investing-facts-of-life}
Invest in a Potato Before These Four Things
{http://blogs.cfainstitute.org/investor/2014/12/23/invest-in-a-potato-before-these-four-things/}
Tuesday, 23 December 2014
Busting the Myth About Size
{http://www.researchaffiliates.com/Our%20Ideas/Insights/Fundamentals/Pages/284_Busting_the_Myth_About_Size.aspx}
Year of man v machine for hedge funds
http://www.ft.com/cms/s/0/aded4aa4-86e0-11e4-8a51-00144feabdc0.html#axzz3MjWEaJaM
Wednesday, 17 December 2014
In 2015, Vladimir Putin may witness his empire’s death knell
{http://blogs.reuters.com/great-debate/2014/12/16/in-2015-vladimir-putin-may-witness-his-empires-death-knell/}
Dual-listed shares now cost 23% more in China
{http://www.ft.com/fastft/252451}
Global Crude Plunges Through $60 as Producers Fail to Curb Glut
{http://www.bloomberg.com/news/2014-12-16/oil-drops-as-u-s-producers-seen-standing-ground-amid-opec-fight.html}
{http://blogs.reuters.com/great-debate/2014/12/16/in-2015-vladimir-putin-may-witness-his-empires-death-knell/}
Dual-listed shares now cost 23% more in China
{http://www.ft.com/fastft/252451}
Global Crude Plunges Through $60 as Producers Fail to Curb Glut
{http://www.bloomberg.com/news/2014-12-16/oil-drops-as-u-s-producers-seen-standing-ground-amid-opec-fight.html}
Thursday, 11 December 2014
The most important thing you need to know about commodities
{http://adamhgrimes.com/blog/important-thing-need-know-commodities/}
Sometimes Markets Are Stupid
{http://www.bloombergview.com/articles/2014-12-10/sometimes-markets-are-stupid}
{http://adamhgrimes.com/blog/important-thing-need-know-commodities/}
Sometimes Markets Are Stupid
{http://www.bloombergview.com/articles/2014-12-10/sometimes-markets-are-stupid}
Wednesday, 10 December 2014
Macro Horizons: China Markets Tank, Greece Risks Rise, Fed Preps Rates Signal
http://blogs.wsj.com/moneybeat/2014/12/09/macro-horizons-china-markets-tank-greece-risks-rise-fed-preps-rates-signal/?mod=WSJBlog
This is why the middle class can’t get ahead
{http://www.pbs.org/newshour/making-sense/middle-class-cant-get-ahead/}
and
The Pitchforks Are Coming… For Us Plutocrats
http://www.politico.com/magazine/story/2014/06/the-pitchforks-are-coming-for-us-plutocrats-108014_full.html#.VIgo2SusUYu
and
TED Banned This Billionaire For Exposing Capitalism’s Biggest Lie
http://www.trueactivist.com/ted-banned-this-billionaire-for-exposing-capitalisms-biggest-lie/LUXEMBOURG LEAKS: GLOBAL COMPANIES' SECRETS EXPOSED
http://www.icij.org/project/luxembourg-leaks
Thursday, 4 December 2014
The A to Z of Behavioral Biashttp://www.psyfitec.com/p/the-to-z-of-behavioral-bias.html
Tuesday, 2 December 2014
Real Conversations: A Dire Appraisal of Our ‘Broken Global Economy’
https://app.hedgeye.com/insights/40718-real-conversations-a-dire-appraisal-of-our-broken-global-economy
Time to scrap the Stability and Growth Pact
http://www.voxeu.org/article/time-scrap-stability-and-growth-pact
Oil Prices and Deflationary Bias
http://krugman.blogs.nytimes.com/2014/12/01/oil-prices-and-deflationary-bias/?_r=1
A glut of oil?
http://econbrowser.com/archives/2014/11/a-glut-of-oil
https://app.hedgeye.com/insights/40718-real-conversations-a-dire-appraisal-of-our-broken-global-economy
Time to scrap the Stability and Growth Pact
http://www.voxeu.org/article/time-scrap-stability-and-growth-pact
Oil Prices and Deflationary Bias
http://krugman.blogs.nytimes.com/2014/12/01/oil-prices-and-deflationary-bias/?_r=1
A glut of oil?
http://econbrowser.com/archives/2014/11/a-glut-of-oil
Monday, 1 December 2014
Prepare for a long-term fall in energy prices
{http://blogs.ft.com/nick-butler/2014/11/30/prepare-for-a-long-term-fall-in-energy-prices/}
How He and His Cronies Stole Russia
{http://www.nybooks.com/articles/archives/2014/dec/18/how-he-and-his-cronies-stole-russia/}
Russian Money Suspected Behind Fracking Protests
{http://www.nytimes.com/2014/12/01/world/russian-money-suspected-behind-fracking-protests.html?partner=rss&emc=rss&smid=tw-nytimes&_r=0}
{http://blogs.ft.com/nick-butler/2014/11/30/prepare-for-a-long-term-fall-in-energy-prices/}
How He and His Cronies Stole Russia
{http://www.nybooks.com/articles/archives/2014/dec/18/how-he-and-his-cronies-stole-russia/}
Russian Money Suspected Behind Fracking Protests
{http://www.nytimes.com/2014/12/01/world/russian-money-suspected-behind-fracking-protests.html?partner=rss&emc=rss&smid=tw-nytimes&_r=0}
Friday, 28 November 2014
7 Simple Things Most Investors Don’t Do
http://awealthofcommonsense.com/7-simple-things-investors-dont/
A Brief History of Financial Bubbles
Economies all over the world have strained and burst throughout history.
http://www.gsb.stanford.edu/insights/brief-history-financial-bubbles
Monday, 24 November 2014
The Red Army sell signal
{http://www.economist.com/blogs/buttonwood/2014/11/geopolitics-and-oil}
Misunderstanding Reserve Currencies and the Gold Standard
{http://uneasymoney.com/2014/11/22/misunderstanding-reserve-currencies-and-the-gold-standard/}
{http://www.economist.com/blogs/buttonwood/2014/11/geopolitics-and-oil}
Misunderstanding Reserve Currencies and the Gold Standard
{http://uneasymoney.com/2014/11/22/misunderstanding-reserve-currencies-and-the-gold-standard/}
Friday, 21 November 2014
What’s luck got to do with it?
http://adamhgrimes.com/blog/whats-luck-got/
Don't Say Warren Buffett and Robert Shiller Didn't Warn You
{http://www.thestreet.com/story/12959158/2/dont-say-warren-buffett-and-robert-shiller-didnt-warn-you.html}
Monday, 17 November 2014
http://www.openculture.com/freeaudiobooks
loads of audio books and more
Knowledge on Chinese markets
{http://www.etf.com/sections/white-papers/15113-the-complete-gui
de-to-chinese-share-classes.html?fullart=1&start=5}
loads of audio books and more
Knowledge on Chinese markets
{http://www.etf.com/sections/white-papers/15113-the-complete-gui
de-to-chinese-share-classes.html?fullart=1&start=5}
Thursday, 13 November 2014
Good book list
two repeat reads
If investing is poker, fund managers are a busted flush
Don’t blame the (mostly) efficient markets hypothesis (also read his best articles)
{http://timharford.com/2011/04/dont-blame-the-mostly-efficient-markets-hypothesis/}
and
and
Albert to cheer up the markets!
Wednesday, 12 November 2014
The mathematician who proved why hipsters all look alike
{http://www.washingtonpost.com/news/storyline/wp/2014/11/11/the-mathematician-who-proved-why-hipsters-all-look-alike/?tid=pm_pop&?ftcamp=crm/email/_DATEYEARFULLNUM___DATEMONTHNUM___DATEDAYNUM__/nbe/FirstFTEurope/product}
Tuesday, 11 November 2014
Why High-Frequency Trading Is So Hard to Regulate
{http://dealbook.nytimes.com/2014/10/20/why-high-frequency-trading-is-so-hard-to-regulate/?_r=0}
Paulson Event-Driven Fund Said to Plunge 14% in October
{http://www.bloomberg.com/news/2014-11-09/paulson-event-driven-fund-said-to-plunge-14-in-october.html}
{http://dealbook.nytimes.com/2014/10/20/why-high-frequency-trading-is-so-hard-to-regulate/?_r=0}
Paulson Event-Driven Fund Said to Plunge 14% in October
{http://www.bloomberg.com/news/2014-11-09/paulson-event-driven-fund-said-to-plunge-14-in-october.html}
Friday, 7 November 2014
FT: Russell Brand may irritate but many are listening to him
{http://www.ft.com/cms/s/0/39d9d110-6411-11e4-8ade-00144feabdc0.html?siteedition=uk#axzz3INMAWFGm}
Peter Munk, chairman of Barrick Gold ($ABX), “I really have no ability to forecast gold prices. I have been in the business for 30 years, and it occupies my mind day and night.” {http://www.bloomberg.com/news/2014-04-24/barrick-s-munk-says-even-einstein-couldn-t-predict-gold-prices.html}
Precious metals oversold
{http://shortsideoflong.com/2014/11/expect-bounce-precious-metals/}
Investing is a walk in the park, with a dog, that is random and on a long lead.
{http://awealthofcommonsense.com/market-earthquakes/}
Thursday, 6 November 2014
Wednesday, 5 November 2014
How China's "Rare Earth" Weapon Went From Boom To Bust
http://io9.com/how-chinas-rare-earth-weapon-went-from-boom-to-bust-1653638596
An Opportunity in Precious Metals Stocks?
http://awealthofcommonsense.com/opportunity-precious-metals-stocks/
Subscribe to:
Posts (Atom)



